CRM & customers
One record per customer, with everything that ever happened.
- Customer 360
- Leads pipeline
- Follow-ups that nag
Included in every plan.
Explore CRM & customers
Features
From the first ring to the final receipt. Each module below is real, in the product today, and links to what it does, what it looks like and what you connect to switch it on.
Four promises
Every feature exists to keep one of these four promises. Pick a promise to see which modules keep it.
Calls, website requests, portal requests and AI-answered calls all become traceable CRM events with a caller screen pop and a customer briefing.
A hosted website with service and location pages feeds the pipeline; follow-ups, unsold-estimate reminders and maintenance reminders keep leads moving.
Dispatch board, a technician app built for the field, equipment history, photos, notes, parts used from the truck and completion rules.
Signed estimates, invoices, payments and numbered receipts, with overdue invoices and unsold estimates surfaced as ranked opportunities.
Modules
One record per customer, with everything that ever happened.
Included in every plan.
Explore CRM & customers
See who is where, then send the right truck.
Included in every plan; technician seats per plan, extra seats as an add-on.
Explore Dispatch & technicians
Know who is calling before you say hello.
Included from Professional; available as an add-on on Starter.
Explore Call center
Every call answered, even at 2 a.m.
Included minutes on Business; available as an add-on on Starter and Professional. Overage is metered per minute.
Explore AI receptionist
Your website is part of the operating system, not a brochure.
Website and SEO tools in every plan; custom domain from Professional; custom pages and advanced SEO on Business or as add-ons.
Explore Website & SEO
From quote to receipt without retyping anything.
Included in every plan.
Explore Estimates, invoices & payments
Know what is on each truck before you dispatch it.
Parts catalogue in every plan; truck inventory from Professional; advanced inventory on Business or as an add-on.
Explore Inventory & trucks
Turn one-time repairs into yearly relationships.
Included in every plan.
Explore Maintenance memberships
Fewer 'can you resend that?' calls.
Included in every plan.
Explore Customer portal
Numbers that separate cash from promises.
Analytics and opportunities in every plan; advanced reporting on Business or as an add-on.
Explore Reporting & opportunities
Your company's data is walled off from every other company's.
Applies to every plan.
Explore Security & data
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